If your Finance team have given you permission to edit expenses before approving them, you'll have the option to split expenses from the Awaiting Approval section of the Approval area.

Note: The split function option is only available for purchase expenses. The option to split personal car mileage, company car mileage or time expenses is not available.

Follow the steps below to split a purchase expense:

1. Locate the expense you wish to split in the Awaiting Approval section.

2. Click the three dots icon and select Split from the drop-down.

3. Decide how you'd like to split the expense:

If you selected +Add Split, follow the steps below:

1. Click on Split 1, check the split details are correct and edit the split amount accordingly.

2. Click on Split 2 and complete the split expense details as required.

3. Click +Add Split if another split is required.

4. Repeat steps 2 and 3 for each new split as required.

Note: The total split expense amounts must match the original expense amount at all times. If a split expense has been deleted, the amounts of the remaining splits will need to be edited. Each split will maintain its own history, independently of the original expense.

5. Click Create and the expense will be split based on the total splits added and expense details entered.

If you clicked +Auto Split, follow these steps:

1. Enter the Number of Splits you would like to create in the Auto Split box and click OK.

Note: The system will divide the total expense amount by the Number of Splits.

2. Click on each Split to change the expense details for each Split as required.

3. Click Create and the Split expenses will be created based on the total splits added and expense details entered.

Note: If you entered the wrong Number of Splits, you can click +Add Split to add additional splits and edit each split as required. Alternatively, you can click Cancel on the Split expense and start the split process again.